A Healthy Investment Portfolio Or A Sick One03/05/15
Underperformance is a symptom of problems with a portfolio's strategy and design. Today's Stocks & Topics: INSY - Insys Therapeutics Inc., Utilities Stocks, What Defines a Bubble, Tax Returns, SIRI - Sirius XM Holdings Inc., Callable Bond, AAPL -...
Are You Ready to Trade Foreign Currencies?
Foreign currency markets sounds sexy, sophisticated. It’s a different world from stocks and bonds for sure. Today's Stocks & Topics: 401k, Net Worth vs. GDP, Bonds, IPOs, IBM - International Business Machines Corp., Foreign Exchange Index Funds, LL -...
Blending Index and Active Strategies
Should I consider indexed or active products? The simple and important answer is: Both. Today's Stocks & Topics: Income & Retirement, Industrial Revolution in the U.S., Consumer Data, Housing Market, BABA - Alibaba Group Holding Ltd. ADS, SLCA - U.S....
What Investments Should You Hold and at What Age?
Is there one rule that gives us clear asset allocation guidelines? Today's Stocks & Topics: POMBX - Pacific Funds Portfolio Optimization Moderate B, Economic News, Smart Money, Beanie Babies, CNP - CenterPoint Energy Inc., Master Limited Partnership,...
10 Common Tax-Filing Mistakes To Avoid
Just one slip in entering information on your computer could end up costing you. Today's Stocks & Topics: F Funds, GDP Numbers, Roth or Regular I-R-A, GM - General Motors Co., LRCX - Lam Research Corp., Stocks Value, Mutual Funds, Over The Counter...
Socially Responsible Investing With Impact
Investors are looking for companies that are creating social or environmental solutions. Today's Stocks & Topics: Dividends & Fees, Deflation, Durable Goods Report, Tesla, Oil Companies, ATVI - Activision Blizzard Inc., KBAL - Kimball International...
How Women Shortchange Themselves
They have an unwarranted confidence gap about their ability to engage in financial planning. Today's Stocks & Topics: Charts, CHK - Chesapeake Energy Corp., Greece, Annuities, Tesla, NKE - Nike Inc., Support, Account Rebalancing, LYB - LyondellBasell...
Sector Investing Mutual Funds - The Road Less Traveled
If you want to venture outside of a 'vanilla index fund' box, you should know the risks. Today's Stocks & Topics: Head & Shoulders, Nasdaq, January Statistics, China, Social Security Rules, AXP - American Express Co., VNQ - Vanguard REIT ETF, VZ -...
Beware of Common Investor Delusions
Here’s how to talk yourself down from a headlong jump into the latest, greatest thing. Today's Stocks & Topics: Sectors, Home Sales Report, Greece, New Rules for 401k, OXY - Occidental Petroleum Corp., ARNA - Arena Pharmaceuticals Inc., Roth I-R-A.
Fund Managers Warned About Exotic ETFs
As industry turns to smart beta to capture growth, product developers may need to step up stress testing Today's Stocks & Topics: Trailing Stop, EOX - Emerald Oil Inc., ALK - Alaska Air Group Inc., Options, Asset Allocation, UNP - Union Pacific Corp.,...
7 Things People Get Wrong About Retirement
These “misunderstandings” can lead you down the wrong path - headed toward an insecure retirement without adequate funds. Today's Stocks & Topics: I-R-A, Economic Data, College Degrees, Capital Gains Tax, TWI - Titan International Inc., Oil Stocks, UA...
Why Options Scare Some Investors To Death
Some say they're a gimmick. Others a moneymaking investing tool. Today's Stocks & Topics: Mutual Funds, 401k Contributions, Airfares, College Financial Aid, Greece, WEN - Wendy's Co., ABX - Barrick Gold Corp., GG - Goldcorp Inc., CVX - Chevron Corp.
What Makes Hedge Funds So Enticing?
They're interesting beasts, but we would probably be better off passing up the opportunity. Today's Stocks & Topics: Retirement Plan, Strong Dollar, HLF - Herbalife Ltd., 401k, Cheap Airfares, AAPL - Apple Inc., SBND - PowerShares DB 3x Short 25+ Year...
5 ETF Trends For 2015
Everybody's paying attention to where it's going. It's the $2 trillion elephant in the room. Today's Stocks & Topics: New Investor, Retirement, The DOW Theory, PIMCO, QEs, Home Price Growth, Oil, Contango, S&P 500, 401k, Stock's Value, Mutual Funds,...
Winning IRA Strategies for 2015
Are you leaving money on the table by mismanaging your IRA? Today's Stocks & Topics: DLTR - Dollar Tree Inc., Charts, Foods Stocks, Negative Interest Rates, Pensions, MVO - MV Oil Trust, AFL - AFLAC Inc., NES - Nuverra Environmental Solutions Inc.
Understanding Mutual Fund Jargon Can Pay Dividends
These terms cans give valuable information investors should consider before buying a fund. Today's Stocks & Topics: Margins, Oil, Retail Sales, U.S. Farmers, I-R-A or Roth I-R-A, FUTY - Fidelity MSCI Utilities Index ETF, A - Agilent Technologies Inc.,...
Can You Use Your IRA for Real Estate? Should You?
Some investors prefer real estate because they say it feels more tangible than stocks. Today's Stocks & Topics: UTX - United Technologies Corp., XOM - Exxon Mobil Corp., WM - Waste Management Inc., Tesla, How to Buy, HMC - Honda Motor Co., EWZ -...
10 Best Apps For Timid First-Time Investors
User-friendly investing apps allow anyone with Wi-Fi and a bank account to invest from the comfort of their phone. Today's Stocks & Topics: SU - Suncor Energy Inc., ETFs vs. Mutual Funds, Job Openings Report, Accidental Currency War, Oil Prices, TEX -...
Contrarian Ideas for 2015
For investors who are putting new money to work and don't mind some short-term volatility along the way. Today's Stocks & Topics: Bonds, Apple Earnings, Greece Elections, New Sanctions for Russia, Retirement Check Up, Stock Options, Market Makers, 12...
The Best Ways To Learn About Investing
The American Association of Individual Investors says use a notebook. Write down “why you’re buying something and what would cause you to sell it.” Today's Stocks & Topics: Dividend Reinvestment, TSLA - Tesla Motors Inc., Jobs Report, Retirement & The...
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